Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CRESTWOOD ADVISORS GROUP LLC | Stock | 751 | $13,193,255 | 77,680 | 0.00 | 0.00 | 4,777 | 6.55 | 12-31-2023 |
| FOURTHOUGHT FINANCIAL LLC | Stock | 752 | $12,592,000 | 77,131 | 1.86 | 77,131 | +Inf | 09-30-2022 | |
| FOURTHOUGHT FINANCIAL PARTNERS LLC | Stock | 753 | $13,063,259 | 76,915 | 0.00 | 0.00 | 184 | 0.24 | 12-31-2023 |
| VANTAGE INVESTMENT PARTNERS LLC | COM | 754 | $13,406,000 | 76,629 | 1.20 | 1.29 | 697 | 0.92 | 03-31-2024 |
